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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,476 | $92,766-69.3% | $82,763-65.6% | $134,545-78.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -23.72% | 946.97%-970.7pp | 702.45%-726.2pp | 418.37%-442.1pp |
| Employer contribution / active EE | $4,000 | $3,273+22.2% | $3,008+33.0% | $4,742-15.6% |
| Participant deferral / active EE | $11,342 | $4,802+136.2% | $4,395+158.1% | $6,401+77.2% |
| Admin fee / account holder | $0 | $5,978-100.0% | $5,325-100.0% | $11,431-100.0% |